AI advisor coaching for wealth management branch managers
Develop every advisor. Without coaching every conversation.
You own branch growth, but cannot sit in every discovery meeting or rehearse every fee objection. Simmie scores real calls against your standard, builds each advisor's next simulation, and shows you who needs your help. New advisors get more reps. You get time back for the coaching only you can do.
Your playbook. Your coaching standard.
Done-for-you onboarding and setup with your Annual License.
Example session - explaining advisory fees
ADVISOR 4471 · RUN 03 · 11:42 · 14 MIN
THRESHOLD · PASS 78
RUBRIC v4 · CALIBRATED
Two gaps to work on. Next simulation: explain value to a fee-conscious prospect, then check their understanding.
Trusted by wealth and lending teams
George Wealth Management
Wealth advisory
Cornerstone Advisor Group
Life planning
Nationwide Loan Consultants
Lending
The gap
Your calendar is not a coaching strategy.
You are recruiting, managing the pipeline, supporting clients, and developing advisors. The team needs more coaching than your week can hold. So practice gets squeezed between meetings, and the advisor who needs another attempt at the fee conversation has it with a real prospect instead.
The coaching queue ends at your door.
One advisor needs help opening a discovery meeting. Another keeps defending fees before explaining value. A third needs to call an anxious retiree. Each needs a different conversation, and all three are waiting for time on your calendar.
Your top advisors become the training plan.
Shadowing helps, but watching someone earn a client's trust is not the same as doing it. Every repeat roleplay also takes your strongest advisors away from their own households and pipeline.
The production report arrives after the opportunity.
You can see meetings held and assets brought in. You cannot tell from those numbers who skipped discovery, lost confidence at the fee question, or left a prospect without a next step. By the time you investigate, that household may have chosen another firm.
The answer is not more hours from you. It is the right practice for each advisor.
How it works
One standard. Personalized practice. Less coaching on your calendar.
You set the standard. We configure the rollout.
Bring your discovery process, fee language, client profiles, and examples of strong conversations. We help configure your scoring rubric, supported call and transcript workflows, and initial scenarios around how your branch actually sells.
Turn conversations into coaching priorities
Simmie scores real calls and practice sessions against your calibrated standard. You see where an advisor missed a follow-up question, rushed a recommendation, or failed to explain value, without listening to every conversation yourself.
Each advisor gets the practice they need next
Simmie builds the next simulation around the gap. One advisor practices a fee comparison; another works on discovery with a skeptical prospect. They rehearse out loud with an AI client and get feedback without waiting for a manager-led session.
Coach the exceptions, not every repetition
Review readiness and progress by advisor. See who is improving, who is repeating the same mistake, and where your judgment will help most. Your one-to-ones start with a specific conversation, not a general reminder to improve production.
You stay the coach. Simmie handles the repetitions between your conversations.
A real call, not a quiz
Voice, real time, with a client who pushes back
A prospect already has an advisor. A household questions the fee. A retiree wants to sell after a market drop. Your advisor practices listening, asking follow-up questions, and explaining the tradeoffs with an AI client who pushes back. You do not have to clear your calendar to play the other side.
- Client situations built around your advisory approach and each advisor's gaps
- Feedback against your standard, with a clear skill to work on next
- Progress you can review without sitting through every practice session
Margaret Ellison
Client - $900K rollover
Compliance & supervision
Better conversations, within your firm's guardrails.
Coaching for growth does not mean coaching around the rules. Your discovery requirements, approved fee language, disclosure expectations, and escalation triggers can be part of the same standard used to guide advisor practice.
You can spot an explanation that needs work and give the advisor a chance to rehearse it before the next client meeting. Keep compliance and supervisory decisions with the people responsible for them.
Rollover & account-type recommendations
Whether the advisor gathered existing plan costs, features, and alternatives before recommending.
Reasonably available alternatives
Genuinely considered and articulated, or gestured at.
Cost & fee disclosure
Explained clearly without deflecting, in language compliance approves.
Annuity & complex product conversations
Exchange rationale, surrender exposure, share class, suitability - stated out loud.
Senior & vulnerable client handling
Pace, comprehension checks, trusted contact, and knowing when to stop and escalate.
Firm-approved language
No guarantees, no projections outside policy, no characterizing what the firm doesn't permit.
Evidence for a better coaching conversation
Review the transcript, criterion-level feedback, and score behind a practice session. Rather than telling an advisor to be more confident, show where the fee explanation lost its connection to the client's goals, then review how the next attempt changed.
Simmie is a training and assessment platform. It does not provide CE credit, does not satisfy any FINRA, SEC, or state registration requirement, and does not certify compliance. It measures whether your advisors can execute the conversations your policies require them to handle correctly.
Ramp & development
Cut the distance between hired and productive.
A new advisor can know the products and still struggle to turn a first meeting into a next step. Waiting for a senior advisor to be free slows the repetitions that build confidence. Practice should continue between your coaching sessions, not stop until the next one.
Simmie gives each advisor focused repetitions and feedback, then shapes the next simulation around what still needs work. You can review progress before a client meeting and use your time for the persistent gaps, without asking a household to be the practice audience.
Skill transfer
Use strong advisor conversations to help define the rubric and scenarios. The rest of the branch can practice those skills without pulling your best advisors into every roleplay. Their examples inform the standard; each teammate works on their own gaps.
Multi-office
One standard, every office, on one screen.
Start with your branch: who practiced, what improved, and who still needs help. If your firm expands the rollout, regional leaders can compare readiness across offices while you keep the advisor-level detail you need for coaching. A shared standard does not mean identical practice for everyone.
Regional rollup
Readiness by office at a glance - comparable, because the rubric is identical.
One bar
Same criteria and threshold whether the advisor sits in your flagship or a two-person satellite.
Branch-level coaching priorities
Your team owns the standard. We help configure the rollout around your firm's requirements.
Return
Measure the difference in your branch.
Start with the workload you want to reduce and the skills you want to improve. Establish a baseline, then review coaching time, advisor progress, and business outcomes separately. Practice scores are not a revenue forecast.
Manager time back
Track weekly time spent on roleplay and call review
Establish how much time you spend running repeat practice and finding the same gaps. Compare that with a workflow where advisors practice independently and you review exceptions. Count the time actually recovered, not an assumed saving.
A clearer path from hire to client meeting
Track time to your branch's conversation-readiness standard
Give new advisors more opportunities to rehearse discovery and fee explanations before meeting prospects. Look for progress against your standard alongside time to productive activity, rather than treating course completion as readiness.
More useful one-to-ones
Track whether recurring skill gaps improve over successive sessions
Start with the specific moment an advisor missed, not a vague instruction to build confidence. Review their next attempt together and see whether your coaching is changing the conversation.
Stronger household conversations
Review discovery, fee explanations, and agreed next steps
Track conversation quality alongside meeting conversion and household retention. Better practice is one input; client circumstances, markets, and your advisory offer also affect the result. Do not attribute every change to training.
Your strongest advisors stay focused
Use their examples to inform the coaching standard without making them the default practice partner. Look at how much recurring training they have to deliver and whether the rest of the team can develop with less interruption.
Start with one coaching bottleneck
Choose the conversation you keep repeating in one-to-ones. Agree what improvement looks like and where you want time back, then scope the rollout around that goal with your firm.
+22
Average score improvement with our AI Coaching across engaged users, with 72.9% improving their score. These are platform-wide results, not wealth-management-specific outcomes or a guarantee of branch performance.
Proof
See what your next coaching conversation starts with.
Walk through the scoring standard, a session report, and the practice that follows. The goal is to make your next coaching decision clearer, not hand you another report to interpret.
The calibration report
Review how scoring is calibrated against human-graded reference conversations, where it agrees, and where it needs closer review. You should understand the evidence behind a score before using it to guide coaching. The manager's judgment stays in the process.
A sample advisor report
See the transcript, criterion-level feedback, and readiness result from a practice session. Then walk through how a missed skill becomes the advisor's next simulation and a specific point for your next one-to-one.
Pricing
Starts at $495 / mo.
Includes up to 10 users. Visit our Pricing page for all plans and pricing offers.
Questions
Before you book.
How does this reduce my coaching workload?+−
Simmie connects scoring to follow-up practice. Instead of reviewing every call, diagnosing every gap, and scheduling another roleplay, you review readiness and progress, then step in where an advisor remains stuck. It supports your coaching rather than replacing your oversight.
Which wealth management conversations can advisors practice?+−
Discovery with a new household, explaining fees and value, discussing rollover options, responding to market anxiety, and agreeing on a next step. Scenarios reflect your client profiles, advisory approach, and firm-approved language.
Can we use real client conversations?+−
Supported call and transcript workflows are scoped during onboarding. Your firm determines which sources are approved and what consent, privacy, retention, and security requirements apply. Advisors can also start with simulations without using live client conversations.
Does this replace required training, CE, or supervision?+−
No. Simmie supports conversation practice and assessment. Your firm's discovery, disclosure, and escalation expectations can be part of the rubric, but a practice score does not certify Reg BI compliance or satisfy licensing, CE, or supervisory obligations.
Can I start with my branch and expand later?+−
Yes. Scope the first rollout around your branch, its client conversations, and a clear coaching goal. The same framework can extend across offices while keeping branch-level coaching priorities visible.
What does it cost?+−
Starts at $495 / mo. Includes up to 10 users. Visit our Pricing page for all plans and pricing offers.
We already run roleplay at the branch. What changes?+−
Keep the coaching that works. Simmie handles the repetitions between those sessions: scoring conversations, identifying each advisor's gaps, and building the next simulation around them. You spend less time playing the client and more time on the judgment calls that need your experience.
Will experienced advisors get the same practice as new hires?+−
No. Practice follows the gap, not just tenure. A new advisor may need discovery repetitions; an experienced advisor may need to explain a fee comparison or handle a worried client's withdrawal request. The standard is shared, but the practice is personalized.
Do I have to build the scenarios and maintain the system?+−
You provide the sales process, client context, and coaching standard. Done-for-you onboarding and setup are included with the Annual License. We configure the initial scenarios, calibrated scoring, and recurring coaching workflow; your ongoing role is reviewing progress and coaching exceptions.
More practice for your advisors. More time back for you.
Bring the conversation you keep coaching: the fee question, the shallow discovery meeting, or the anxious client call. We'll show you how Simmie turns that gap into personalized practice and a clear coaching priority.
Your playbook · Personalized practice · Done-for-you setup with your Annual License